Retirement plan

SASSON, TURNBULL, RYAN & HOOSE 401(K) PLAN AND TRUST

Name: SASSON, TURNBULL, RYAN & HOOSE - SASSON, TURNBULL, RYAN & HOOSE 401(K) PLAN AND TRUST (2017) Form 5500
Creator: SASSON, TURNBULL, RYAN & HOOSE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SASSON, TURNBULL, RYAN & HOOSE 401(K) PLAN AND TRUST, SASSON, TURNBULL, RYAN & HOOSE

SASSON, TURNBULL, RYAN & HOOSEEIN 04-2847921Plan #001PY 2017

100 MAIN STREET, 3RD FLOOR - NORTHAMPTON, MA 01060413-586-4800LinkedIn1-10 employeeslegal services

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$4.1M

+18.7% from 2016

Total participants

0.0% from 2016

Average account balance

$589,054

+18.7% from 2016

Annual return

15.54%

+9.47 pp from 2016

Benchmarks

See 114,325 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,325 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.50M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$1.5M

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.60%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$33804

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E3B2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$589,054

$150,446+291.5%

$136,297+332.2%

$147,585+299.1%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

15.54%

1049.14%-1033.6pp

5156.19%-5140.7pp

578.58%-563.0pp

Employer contribution / active EE

$4,000

$5,256-23.9%

$4,696-14.8%

$4,876-18.0%

Participant deferral / active EE

$18,024

$6,631+171.8%

$6,247+188.5%

$5,439+231.4%

Admin fee / account holder

$10,906-100.0%

$9,244-100.0%

$10,886-100.0%

SASSON, TURNBULL, RYAN & HOOSE 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SASSON, TURNBULL, RYAN & HOOSE 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion